2 / 5 Stars
2 3 4 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#223 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.14 percent over the past year, 13.60 percent over the past three years, 22.69 percent over the past five years, and 5.33 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||5.3%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. companies. The fund generally employs a dynamic style of investing. Dynamic style emphasizes investments in equity securities of companies that a money manager believes are currently undergoing or are expected to undergo positive change that will lead to stock price appreciation.
Fees are Above Average compared to funds in the same category.
Russell U.S. Dynamic Equity Fund has an expense ratio of 2.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.